CSR - Whoever created the Job (This will automatically populate)

Technician - (Repair Only Version)

Dispatcher - (Standard Version)

Salesperson

Locations - Use the Drop Down Menu to Select the location or search locations by Zip Code. Note: If you only have one location this information will automatically populate.

Account - Select the account associate to the job (i.e. Insurance Company, Dealership, Fleet Account, etc). To do so begin typing the name of the account in the field to populate the account, then select the account. Note: This field will default to your Cash Customer/Self Pay Option unless you has otherwise indicated in your Locations Settings.

Use the items dropdown box to select the items you want to add to the job or you begin typing the name of the items it will populate the matching items which can be selected.

Select Add Item to Add the Items to the Invoice

From the Jobs Screen select the Pay bubble for the desired Job

Select Payment Method

Confirm Amount of Payment

Click Submit

Select the Check Box to the left of the desire job/jobs to be invoiced

Select the Invoice option from the Jobs Screen

Confirm Invoice Submission